It usually works that way (e.g., Intel never lost money, even in downturns, as it dominated the MPU marketplace). With no new startups entering the DRAM field to crash prices and go after marketshare, at least the leaders in DRAM (Samsung, Hynix, and Micron) should be able to make some money now. It really has been a long time coming!
So it is not per Gb or something as we see in standard market research reports. Still, the trend you captured is impressive. Wonder if the oligopoly will lead to profitable DRAM business for years to come!!
The historical ASPs are from WSTS which is takes the total DRAM market divided by total DRAM units shipped, so essentially it is a blend of all DRAM densities. The DRAM sales and unit shipment data comes from DRAM suppliers so it is really contract pricing and not spot market pricing.
@X-REL Emmanuel: ...or is this article from the future?
Someone obviously slipped up here ... there is a directive at EE Times that nobody should post articles from the future, because this would reveal our awesome power ... now we will have to make you "dissapear" in this timeline (sorry :-)
As we unveil EE Times’ 2015 Silicon 60 list, journalist & Silicon 60 researcher Peter Clarke hosts a conversation on startups in the electronics industry. Panelists Dan Armbrust (investment firm Silicon Catalyst), Andrew Kau (venture capital firm Walden International), and Stan Boland (successful serial entrepreneur, former CEO of Neul, Icera) join in the live debate.